Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Earl Heldman is an Investment Advisor Representative and a Registered Representative at Avantax Advisory Services. Gregory has been in the financial services industry since 2001 and has a strong background in both financial planning and accounting. Gregory is a Certified Financial Planner (CFP) and a licensed CPA, and holds a Series 63, Series 65, Series 7 and a SIE exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
IN
01/29/2024 - Present
Avantax Advisory Services (INDIANAPOLIS IN)
IN
02/06/2008 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (INDIANAPOLIS IN)
IN
04/09/2003 - 02/06/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
AZ
12/14/2001 - 04/17/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 01/10/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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